Institutional Ownership Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV). We have compiled data on the 2,121 institutions that hold shares in the stock, with a total of 510 Million shares, which have been reported (via 13F filing form) to have a value of $63.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
140
shares
|
$17,528
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
130
shares
|
$16,276
0.0% of portfolio
|
Q1 2025
Added 3150.0%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
130
shares
|
$16,276
0.01% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
128
shares
|
$16,025
0.02% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Jul 10, 2025 Q2 2025 |
125
shares
|
$15,650
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
124
shares
|
$15,524
0.0% of portfolio
|
Q4 2021
Reduced 16.78%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
124
shares
|
$15,524
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
120
shares
|
$15,024
0.01% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
117
shares
|
$14,648
0.01% of portfolio
|
Q4 2020
Reduced 57.76%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
115
shares
|
$14,398
0.0% of portfolio
|
Q1 2025
Reduced 20.14%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
110
shares
|
$13,772
0.0% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
110
shares
|
$13,772
0.01% of portfolio
|
Q4 2024
Reduced 82.26%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
110
shares
|
$13,772
0.01% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
110
shares
|
$13,772
0.02% of portfolio
|
Q1 2025
Reduced 17.91%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
103
shares
|
$12,895
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
102
shares
|
$12,770
0.01% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
100
shares
|
$12,520
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
100
shares
|
$12,520
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
98
shares
|
$12,269
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
96
shares
|
$12,019
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
94
shares
|
$11,768
0.01% of portfolio
|
Q1 2025
Reduced 32.86%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
91
shares
|
$11,393
0.0% of portfolio
|
Q2 2024
Added 49.18%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
91
shares
|
$11,393
0.01% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
91
shares
|
$11,393
0.01% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
90
shares
|
$11,268
0.0% of portfolio
|
Q1 2025
Added 7.14%
|